
Public companies are now managing over 1 million Bitcoins, valued at approximately $110 billion, on their balance sheets. However, only those which have adopted rigorous strategies are witnessing significant profits.
Key Insights:
- Early adopters with disciplined Bitcoin investment strategies have seen an average increase of 286%.
- Simply owning Bitcoin does not automatically translate to gains in stock value; operational efficiency plays a crucial role.
- New market entrants display promise, but their long-term performance remains unclear.
The corporate environment for Bitcoin-holding public companies is evolving as they collectively manage 1,045,887 BTC. These companies have adapted their financial strategies, including strategies from firms like Strategy Inc., which started utilizing Bitcoin as a safeguard against inflation and currency devaluation.
Top Performers:
- Strategy Inc. (MSTR) leads with 640,250 BTC, having started their accumulation at $13.49 per share back in August 2020, and now trading at $284, amassing a remarkable 2,000% increase.
- Riot Platforms (RIOT) follows with 19,287 BTC and a stock price rise from $3.20 to $19.50, marking a 510% increase.
- CleanSpark (CLSK) began acquiring Bitcoin in mid-2023, currently trading around $20, showing a 285% growth.
Struggling Companies:
- Metaplanet (MTPLF), often referred to as “Asia’s Strategy,” has 30,823 BTC but its stock price recently plummeted by 78%.
- Trump Media & Technology Group (DJT) saw a 26% drop in stock value despite holding 15,000 BTC since May 2025.
The overall performance of public companies with significant Bitcoin holdings suggests a clear divide: those who effectively integrate Bitcoin accumulation with rigorous operational strategies outperform those who do not.
For additional insights, please refer to the articles in the links below:
- Related: Strive’s crypto merger with Semler Scientific faces shareholder revolt
- Related: Investors are getting better at spotting bad Bitcoin treasuries: David Bailey
This information is not investment advice. Always perform your own research before making any financial decisions.